On the Records tab, highlight the record that will contain the fields. For example, if you want to add name, address, phone, etc. type fields to your Intake Form, you would highlight the Names record.
Click Edit properties. The Intake Form Record Properties window appears.
In the Header text to show above this record box, enter the text you want to appear over the selected record’s group of fields on the Intake Form. Check Header in Bold if you want the text to be bolded.
In the Footer text to show below this record box, enter the text you want to appear below the selected record’s group of fields on the Intake Form. Check Footer in Bold if you want the text to be bolded.
In the Text Label fields, change the labels as necessary depending on what you want the label to be for the Intake Form.
Add, edit, or delete fields for the record. Note that fields are listed in the order that they appear on the Intake Form. To change the order of fields, highlight the field and click Move Up or Move Down.
To add a field: Click Add Field and click the type of field you want to add. A Notice window appears. Click Done to close the window. The Fields window appears listing Abacus fields for the selected record. Check the fields you want to add to the Intake Form and click Done.
To edit a field: Highlight the field and click Edit Field. The Intake Form Field Properties window appears. Complete the settings for the field and click Done.
To delete a field: Highlight the field and click Delete.
In the Footer text to show below this record box, enter text you want to appear on the form below the selected record's group of fields.
Click Done to save your changes.